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Master’s Degree (Wealth Management)
2013-2015Bachelor’s Degree (Finance)
2001-2005The Chartered Financial Analyst® (CFA) credential is the professional standard of choice
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The Certified Private Wealth Advisor (CPWA) credential is an advanced certification created specifically for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation (preservation, and distribution. Candidates who attain this certification learn to identify and address challenges facing HNW clients and develop specific strategies tailored to meet client goals. In keeping with IMCA’s history of working with prestigious business schools, the CPWA certification is offered in conjunction with The University of Chicago Booth School of Business.)
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